DWM
Diversify Wealth Management’s Procore PCOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
6,575
-371
| -5% | -$23.3K | 0.03% | 404 |
|
|
2025
Q1 | $444K | Sell |
6,946
-511
| -7% | -$32.7K | 0.03% | 372 |
|
|
2024
Q4 | $558K | Sell |
7,457
-150
| -2% | -$11.2K | 0.04% | 333 |
|
|
2024
Q3 | $469K | Buy |
7,607
+799
| +12% | +$49.2K | 0.05% | 329 |
|
|
2024
Q2 | $362K | Buy |
+6,808
| New | +$362K | 0.05% | 327 |
|